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A memo task is similar to a PO, except it doesn't have any line items.
A memo task is different from a reminder task in that a memo task will
go "in progress" and are sent to Hyphen Solutions Supply application
when they are submitted. You use a memo task for things like calling back
a contractor to finish some work after an inspection has been completed.
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If any of the fields mentioned
in the steps below do not appear
on your screen, that means that your organization is not using that feature
of BuildPro. For any questions about this feature, contact your BuildPro
administrator. |
To add a memo task:
In the New Task
Name field, type the name you want assigned to this task. Click the Stage
field and select the stage where
this task should appear. In the Request
Date field, type the date this
task is needed. Complete the Lead
Time and Duration
fields with the appropriate
information. Click the Supplier
field and choose the supplier
for this task. If available,
complete the Reference Number
field. In the Supplier
Instructions field, type any
relevant notes. If needed, change the Schedule
Change Reason field and the Schedule
Change Supplier field. In the Schedule
Change Notes field, type any
notes documenting why the schedule was changed. Click the Add
Memo Task button to add the task to the schedule, or
click the Submit Memo button to
send this memo task to the supplier.
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